Filed November 29, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,746 | $69,515-4.0% | $86,874-23.2% | $85,850-22.3% |
| Participation rate | 75.4% | 66.3%+9.1pp | 71.6%+3.8pp | 69.3%+6.1pp |
| Annual return | 17.21% | 20.12%-2.9pp | 63.52%-46.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,567 | $1,880+89.7% | $2,495+43.0% | $2,565+39.1% |
| Participant deferral / active EE | $7,447 | $2,919+155.1% | $3,699+101.3% | $3,952+88.4% |
| Admin fee / account holder | $7,567 | $5,972+26.7% | $5,828+29.8% | $6,260+20.9% |